Version 14 New Features

GENERAL

  • F9 will save the record and then clear the screen
  • F12 will save the record and keep it on the screen
  • Search Enhancements
    • Control + F on any field to search just that field
    • Control + F on repeat lines to search all repeat lines
    • Super Search includes record code on most screens
  • Macro enhancements
    • Extended Macro Dispatch using Shift+F4 (Allows dispatching macros not shown when there are too many to fit on the screen.)
    • Ctrl+G C can be used in a macro to copy a field
  • Company name in client caption
  • User name login
  • Mouse wheel support
  • Name export to Outlook and Google Contacts
  • Doc Manager (management of scanned documents and other files)
  • TAPI dialing (Allows ABC to dial the phone)
  • Ditto Dat (Lookups showing what has been entered in this field on other records)
  • Extended length text boxes
    • Bill Invoice ID
    • Customer Message fields
    • Inventory Discount Levels and Comment
    • Invoice Customer PO and Remark
    • Vendor G/Ls and Remark
  • Export to Microsoft SQL Server (optional package to sync changes to SQL Server automatically)

REPORT GENERATOR

  • Added link for Today
  • Lined background on some reports
  • Option for opening spreadsheet after report to tabbed output

SALES

  • Customer Screen
    • Copy Block link to copy name and address to clipboard
    • Verify link to verify customer address on melissadata.com
    • New Invoice Link
    • New Work Order Link
  • Invoice and Work Order screens
    • Real time order/invoice totaling
    • Icons to indicate if items are in stock to cover customer order (Work Order screen)
    • Package price unit add unit BP
    • Adder in unit with +
  • Double-click discount or payment applied on D screen to auto-fill
  • Additional commission codes M-Z
  • New production schedule report
  • Sorted report by customer & G/L
  • Report 3-14: option to filter by pay type
  • Report 3-39: replaces sales tax payable with credit card report
  • Report 3-1 print salesman code (it already had an option to sort by salesman)

PURCHASES

  • Purchase Order screen
    • Alt + E dispatch to enter items on web page
    • Alt + Z create PDF
  • Ability to post pro-rated freight to purchase accounts, not freight account
  • Added FOB and Order From to Vendor screen
  • Added order multiple on Inventory screen
  • Report 1-11: programmed for order multiples and now skips default record codes
  • F11-A will create a word list for complete order and dispatch report 1-11
  • Report 2-23: show only open quantities and amounts and added date range
  • Report 2-24: show only open quantities and amounts
  • Report 2-32: added option for .5 x 1.5 label
  • A/P check stubs have bills and account numbers sorted numerically
  • Previous payment selections are not overwritten when adding new bills with A/P selection option number 2 on the Check Writing screen

INVENTORY

  • Item merging
  • Alt+4 to quickly set a special discount
  • Print single bar code label
  • Extended inventory adjustments screen (=) to 200 lines
  • On inventory adjustments screen, (=) changed List# from 2 to 3 digits
  • Ability to track setup and freight costs on per serial number
  • WUTISUPERSEDE utility to move data from superseded items

FINANCIAL

  • G/L tags / use tax tracking with tag lookup instead of job lookup in ledger entry
  • Bank reconciliation: shows filter (all/outstanding/returned) and mouse buttons
  • System setup added Signature File Name for checks
  • Projected Cash Flow report
  • Loan calculator prints annual totals on calendar year
  • New ledger report 4-4
  • Check Format field on setup screen, option Q for Quick Books type check.

PAYROLL

  • Report 4-40: show employer’s portion of FICA and Medicare
  • Report 4-42: add Other W/H (for Local Services Tax); print address
  • On employee screen add Automatic Vacation Y/N